Send documents to sign via DocuSign from new records in Airtable
Send documents to sign via DocuSign from new records in Airtable
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Apps used in template
About
This template periodically checks for new records in Airtable and uses the retrieved information to send a document retrieved from Google Drive to sing via DocuSign.
Your Airtable table should have at least these columns:
- Name
- Last Modified
The template is scheduled to run every 15 minutes. You can change the schedule after you set up the template.
Create your own workflow
Create custom workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Adds a recipient to the bulk send list
Сreates multiple records.
Deletes multiple records.
Sends envelopes based on a template to multiple recipients using a bulk send list.
Updates multiple existing records.
Upserts multiple records.
Makes a copy of an existing file.
Creates a bulk send list
Creates a long-lived pre-filled webform link (less secure, infinite duration)
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"Make drives unprecedented efficiency within our business in ways we never imagined. It’s having an extra employee (or 10) for a fraction of the cost."
"The simplicity, flexibility and ability to build real complex automations without any knowledge of programming makes it the best thing since sliced bread."
"True citizen development in the entire company. Make is present in every department, empowering the company to offer a unique customer experience."
